⚡ 簡単な評価:
- 価格: Insightly starts at $29/user/month. ClickUp has a free plan and paid plans from $7/user/month.
- 最適な用途: Insightly suits sales teams that need customer relationship management. ClickUp suits teams running multiple projects.
- 主な違い： Insightly is a CRM with project management attached. ClickUp is a project management platform with no CRM pipeline of its own.
- 私たちのおすすめ： ClickUp for most teams, because the free forever plan and lower paid tiers cover far more work per user.
Insightly and ClickUp both promise to keep your work in one place.
They are not really chasing the same buyer.
Insightly is CRM software built around contacts, leads, and deals.
ClickUp is project management software built around tasks and projects.
The right pick depends on which side of that line your work sits.
概要
This full Insightly vs ClickUp comparison covers pricing, features, and ease of use.
私たちの 作家 spent hands-on time inside ClickUp directly.
Notes on Insightly come from its documentation and public user reviews.
We also break down who each system works best for.
Insightly とは何ですか?
Insightly is CRM software for 中小企業 and mid-sized teams.
Insightly CRM keeps current and prospective customer data in one place.
Sales teams use it to build strong relationships and track sales opportunities.
It adds project management on top, with milestones, pipelines, and task assignments.
PC Magazine, Entrepreneur Magazine, G2 Crowd, and TrustRadius all recommend the platform.
洞察力のある
A CRM that links deals to delivery work. Contacts, sales pipeline, and projects share one system. Compliance covers SOC 2 Type II, GDPR, and HIPAA.
Insightlyの価格
Insightly offers three paid tiers and no free plan. Every price below is per user, per month.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| プラス | 1ユーザーあたり月額29ドル | 小規模な営業チームが |
| プロ | 1ユーザーあたり月額49ドル | Teams needing dashboards and third-party apps |
| 企業 | 1ユーザーあたり月額99ドル | すべての機能にフルアクセスできます |
Pricing verified August 2026.
無料トライアル: Yes. Insightly runs a 14-day trial on its pricing page with no card required.
返金保証: None advertised. Subscriptions are billed annually by default.
📌 注記： Insightly Marketing and Insightly Service are sold separately. These other Insightly products follow the same per user pricing structure as the CRM.
⚠️ 警告： The Plus and Professional tiers price well against other CRMs. The Enterprise tier costs almost double Zoho CRM’s equivalent plan.
Insightlyの主なメリット
Insightlyが注目に値する理由は以下のとおりです。
- 360度顧客ビュー： Every contact, company, and deal sits on one record. That view drives personalized customer experiences.
- 視覚的な販売パイプライン： Customizable pipelines and Kanban views track each stage of a deal. An opportunities dashboard shows what is close to closing.
- プロジェクト管理機能が組み込まれています。 Milestones, pipelines, and Gantt chart visualizations arrived in 2025 for timeline and dependency work.
- AppConnectとの連携： A low-code engine ships over 2,000 pre-built connectors to other apps and 仕事 ソフトウェア。
- Copilot AI: The AI assistant summarizes emails and retrieves data so reps save time on admin.
- 迅速なセットアップ： Getting data into the system is not overly convoluted. Easy customization options help teams shape it around their 仕事 業務。
- Serious compliance: SOC 2 Type II, GDPR, and HIPAA standards are all covered.
私たちのチームが気づいたこと
Note: We have not had extended hands-on time with Insightly yet. The details above come from published documentation and user reviews on G2 and TrustRadius.
Insightlyの長所と短所
✅ メリット
- CRM and project management live in one system
- Easier to learn than Zoho CRM
- Over 2,000 AppConnect connectors for integrations
- SOC 2 Type II, GDPR, and HIPAA compliance
❌ デメリット
- No free plan at all
- Enterprise tier costs almost double Zoho CRM
- Lacks advanced features like custom workflows
ClickUpとは何ですか?
ClickUp is project management software for teams that plan and track work together.
Teams manage tasks, docs, calendars, and communication in one workspace.
That cuts the tool switching most teams deal with every day.
ClickUp includes list, board, calendar, Gantt, and timeline views.
An AI assistant called ClickUp Brain tracks workloads and time spent on projects.
🏆 受賞者：ClickUp
One workspace for tasks, docs, goals, and time tracking. The free forever plan allows an unlimited number of users. Paid plans stay cheap per user.
ClickUpの価格設定
ClickUp offers a free plan and three paid plans. The Business plan adds advanced permissions, and the Enterprise plan covers large companies. Here is what each ClickUp plan costs.
| プラン | 価格 | 最適な用途 |
|---|---|---|
| 無料 | $0 | 個人事業主および小規模チーム |
| 無制限 | 月額7ドル/ユーザー | Unlimited storage and integrations |
| 仕事 | 1ユーザーあたり月額12ドル | 高度な機能を必要とする成長中のチーム |
| 企業 | カスタム | Large companies needing HIPAA compliance |
Pricing verified August 2026.
無料トライアル: Yes. ClickUp runs a 15-day free trial on its paid plans.
返金保証: 30 days on all paid plans. Both vendors offer discounts when you pay billed annually.
📌 注記： The free forever plan is completely free and allows an unlimited number of users. Essential features are there, but it caps custom fields at 100 uses. Paid tiers unlock other features like advanced オートメーション.
⚠️ 警告： You upgrade your entire workspace at once. Every team member moves to the paid plan together, so costs scale with headcount.
ClickUpの主なメリット
Here is what ClickUp does well:
- One place for everything: Tasks, docs, calendars, and team communication share a workspace. Fewer apps means less switching.
- 柔軟な表示： Kanban board, list, calendar, Gantt charts, and timeline cover different working styles. The mobile app has an offline mode for new tasks and reminders.
- 徹底的な自動化： Custom rules and over 100 pre-built automation templates handle repetitive tasks.
- Time tracking included: Native timers, manual logging, time estimates, and workload views support resource management.
- Goals and dashboards: Measurable goals link to specific tasks, and dashboards track KPIs and progress in real time.
- コラボレーションツール: Docs, chat, and a whiteboard feature support real time editing and ブレインストーミング.
- Huge integration list: Over 1,000 apps connect, including Slack, Google Drive, and Zoom.
Our full ClickUp review breaks down each module in more depth. The screenshot below shows how the workspace looks once projects are set up.
私たちのチームが気づいたこと
Our writer set up a ClickUp account and ran a small content project inside it. Here is what stood out from that hands-on time:
ClickUpのメリットとデメリット
✅ メリット
- 永久無料プラン、ユーザー数無制限
- Over 1,000 integrations including Slack and Google Drive
- Built-in time tracking, goals, and dashboards
- Strong collaboration tools like docs and whiteboards
❌ デメリット
- Interface feels overwhelming for new users
- 報告 ツールはプラットフォーム全体に散在している
- No phone support and no sales CRM pipeline
機能比較
Ready for a closer look at Insightly vs ClickUp? We compare nine core areas, then pricing. Each one shows where the two systems split apart.
| 特徴 | 洞察力のある | クリックアップ |
|---|---|---|
| 開始価格 | 1ユーザーあたり月額29ドル | 月額7ドル/ユーザー |
| 無料プラン | ❌ | ✅ |
| 連絡先管理 | ✅ | ❌ |
| 販売パイプライン | ✅ | ❌ |
| プロジェクト管理 | ✅ | ✅ |
| ワークフロー自動化 | ✅ | ✅ |
| 時間追跡 | ❌ | ✅ |
| AIアシスタント | ✅ 副操縦士 | ✅ ClickUp Brain |
| 統合 | 2,000+ connectors | 1,000+ apps |
| 最適な用途 | Sales teams and customer data | Teams running multiple projects |
1. Core Purpose and Setup
洞察力： This is customer relationship management first. Insightly CRM helps businesses manage customer interactions, leads, sales opportunities, and projects from one account. Setup is fast, which is a key reason for its appeal.
クリックアップ: This is a project management platform first. Teams plan, track, and collaborate on tasks in a single workspace. Setup takes longer because you decide the structure yourself.
2. Contact Management and Sales Pipeline
洞察力： Contact management is the core job here. Customizable pipelines and Kanban views track each stage of a deal. Reps add new contacts on the go and log every customer interaction against a company record.
クリックアップ: There is no native sales pipeline. Teams build a CRM-style list with custom fields and statuses instead. It works for simple deal tracking, but it is not real CRM software.
⚠️ 警告： If you need lead scoring and sales reporting out of the box, ClickUp will not replace a dedicated CRM.
3. プロジェクトとタスク管理
洞察力： You can manage projects with milestones and pipelines, and assign tasks to a team member from mobile. Task management covers reminders, to-do lists, and call logs. Complex projects with dependencies feel thin next to dedicated project management tools.
クリックアップ: A multi-level hierarchy runs from Workspaces down to Spaces, Folders, Lists, Tasks, and Subtasks. Teams view tasks as a list, board, calendar, or timeline. That structure handles multiple projects and complex tasks without breaking. Sprint reports and burndown charts add performance insights for dev teams.
4. ワークフロー自動化
洞察力： Workflow automation handles routine record updates and task creation. Reviewers still flag missing advanced features like fully custom workflows compared with some competitors.
クリックアップ: Teams automate repetitive work with customizable rules and over 100 pre-built automation templates. You can trigger a status change when a due date passes, for example.
5. AIアシスタント
洞察力： Copilot is the built-in AI assistant. It summarizes emails and retrieves data from your records, which saves reps time on manual lookups.
クリックアップ: ClickUp Brain sits across the whole workspace. It tracks workloads, summarizes threads, and answers questions about projects. It reaches further into daily work than Copilot does.
6. 時間管理とリソース管理
洞察力： There is no native time tracking. Agencies billing hourly need a third-party app connected through AppConnect.
クリックアップ: Native timers and manual logging track billable hours against estimates. Workload views help managers monitor capacity and prevent burnout. Some users find the timer flow clunky in daily use.
7．レポートとダッシュボード
洞察力： Reports and dashboards give visual insight into business performance. The Professional tier limits dashboards, so heavy reporting users often land on Enterprise.
クリックアップ: A central reporting module offers pre-made dashboards, and you can customize your own reports. Dashboards track KPIs, team capacity, and project health live. The catch is that reporting settings are scattered across the platform.
8. Email and Team Communication
洞察力： Sales users get email templates and can schedule emails from inside the CRM. Everything logs back to the contact record, so nothing sits only in an 受信トレイ.
クリックアップ: Communication features live inside the workspace instead. Chat, docs, and an AI notetaker keep discussion attached to the task it belongs to.
9. Integrations, Support and Onboarding
洞察力： AppConnect ships over 2,000 pre-built connectors, and Google Workspace sync is standard. Insightly Marketing and Insightly Service plug straight in, which suits marketing teams already using those tools.
クリックアップ: Over 1,000 apps connect, and API access covers the rest. Help resources include a knowledge base, ClickUp University, live training, and 24/7 live chat behind an AI チャットボット. There is no phone support, and higher ClickUp plans add single sign on, granular user permissions, guest access, and live onboarding training.
10. 価格設定とコスト
Here are the ClickUp plans and Insightly tiers side by side.
| ティア | 洞察力のある | クリックアップ |
|---|---|---|
| 無料 | ❌ | 無料：0ドル |
| エントリー料金プラン | さらに：ユーザー1人あたり月額29ドル | 無制限プラン：ユーザー1人あたり月額7ドル |
| 中級クラス | プロフェッショナルプラン：月額49ドル/ユーザー | ビジネスプラン：ユーザー1人あたり月額12ドル |
| 最高級 | エンタープライズ版：ユーザー1人あたり月額99ドル | エンタープライズ：カスタム |
洞察力： The Plus and Professional tiers price competitively against other CRMs. Enterprise at $99 per user is the sore spot, since it runs close to double Zoho CRM’s comparable plan.
クリックアップ: ClickUp’s features cost less per seat at every step. A five-person team pays $35 a month on Unlimited. The same team on Insightly Plus pays $145. That gap is the single biggest factor in this comparison.
💡 プロのヒント: Run ClickUp’s free plan on one real project first. If your team never asks for a sales pipeline, you have your answer.
さまざまなシナリオ
| 必要な場合は | 選ぶ | なぜ |
|---|---|---|
| 予算が限られている | クリックアップ | Free plan plus $7 entry tier |
| Sales pipeline and leads | 洞察力のある | Real CRM records and deal stages |
| 複雑なプロジェクト | クリックアップ | Deeper hierarchy and views |
| Billable hours | クリックアップ | Native time tracking built in |
| HIPAA and GDPR needs | 洞察力のある | Compliance on every tier |
| 最速のセットアップ | 洞察力のある | 学習曲線が短い |
💰 あなたの予算
Insightly costs $29 per user before you invite anyone. ClickUp’s free plan covers unlimited users, so budget rarely blocks the trial.
🔌 あなたの技術スタック
Both connect to the usual apps, and both offer API access for the rest. If Google Workspace and email sit at the center of your tech stack, Insightly fits more naturally.
📋 Your Daily Work
Ask what your organization opens first each morning. A deal list points to Insightly, while a task board points to ClickUp.
🎓 あなたの経験レベル
ClickUp has a steeper learning curve, and its interface can overwhelm new users. Insightly’s interface is easier to pick up on day one.
🆓 無料トライアルとデモ
ClickUp gives 15 days on paid plans plus a free tier you can keep. Insightly runs a trial from its pricing page instead.
🛟 サポートオプション
ClickUp offers 24/7 live chat, a knowledge base, and live training, but no phone support. Insightly’s paid tiers include guided onboarding services.
切り替えガイド
Already on one of these? Here is what changes when you move.
🔄 Switching from Insightly to ClickUp?
✅ 得られるもの：
- A far cheaper cost per user, plus a free tier
- Native time tracking and workload views
- Docs, chat, and whiteboards for team communication
❌ 失うもの：
- A true sales pipeline with deal stages
- Email templates tied to contact records
- Links to other Insightly products like Marketing and Service
📋切り替え方法：
- Export contacts, companies, and projects to CSV from Insightly
- Create a ClickUp workspace and set up your Spaces
- Import data into Lists and rebuild deal stages as custom fields
🔄 Switching from ClickUp to Insightly?
✅ 得られるもの：
- Proper contact and opportunity records for sales
- A shorter learning curve for non-technical staff
- SOC 2 Type II, GDPR, and HIPAA compliance across tiers
❌ 失うもの：
- The free forever plan and low per-seat cost
- Built-in time tracking and sprint reporting
- Whiteboards, docs, and in-app chat
📋切り替え方法：
- Export your ClickUp Lists and task details to CSV
- Open an Insightly account and pick a tier
- Map tasks to projects and contacts to CRM records
私たちのレビューで取り上げられなかったこと
This comparison focused on small teams and mid-sized companies. We did not test enterprise rollouts, custom API builds, or the newest version of either mobile app in depth. New features released after publication are not covered either. Insightly Marketing and Insightly Service were out of scope, and ClickUp’s Enterprise pricing is quoted case by case. If you manage 200 seats, your priorities will differ from what we covered here.
最終評決
| カテゴリ | 勝者 |
|---|---|
| 💰価格 | クリックアップ |
| 🚀 プロジェクト管理 | クリックアップ |
| 🤝 CRM and Contacts | 洞察力のある |
| ⚙️ ワークフロー自動化 | クリックアップ |
| ⏱️ 時間追跡 | クリックアップ |
| 👶 使いやすさ | 洞察力のある |
| 🔌 連携機能 | 洞察力のある |
| 🏆総合優勝 | クリックアップ |
🏆 優勝：クリックアップ
ClickUpは7部門中4部門で受賞した。
最適な用途: Agencies, product teams, professional services teams, and anyone running multiple projects at once.
Insightly and ClickUp answer two different questions. Insightly asks who your customers are. ClickUp asks what your team is doing this week.
Insightly earns a high score for sales work. Contacts, leads, and deals sit in one place, and the interface is easy to pick up.
ClickUp wins here because it covers more ground for less money. The free forever plan alone gives smaller teams enough features to run real work.
Pick Insightly if a sales pipeline is the point. Pick ClickUp if the projects are.
Insightly Comparedのその他の記事
Here is how Insightly measures up against other CRM tools:
Insightlyが勝利した点： Built-in project delivery, flat per user pricing, faster rollout
HubSpotが優れている点： A genuinely free CRM tier, marketing automation depth, larger app marketplace
Insightlyが勝利した点： Simpler day-one setup, cleaner data entry, tighter project linkage
Zoho CRMが優れている点： Deeper functionality, a much cheaper top tier, more customization knobs
インサイトリー対 パイプドライブ
Insightlyが勝利した点： Project management after the sale, reporting breadth, HIPAA coverage
Pipedriveが勝利した点： A lower entry price, a leaner pipeline view, quicker rep adoption
インサイトリー対 セールスフォース
Insightlyが勝利した点： Cost per seat, setup speed without consultants, easier admin work
Salesforceが優れている点： Enterprise scale, custom development options, a far bigger partner network
ClickUpの比較をもっと見る
ClickUpを他のプロジェクト管理ツールと比較すると、以下のようになります。
ClickUp vs Asana
ClickUpが優れている点： A stronger free tier, built-in time tracking, cheaper mid tier per user
Asanaが優れている点： A calmer interface, faster onboarding, tidier task views for small teams
ClickUp vs Monday.com
ClickUpが優れている点： Better value for money, no minimum seat count, docs and whiteboards included
Monday.comが以下の点で勝利しました： A gentler first hour, brighter visual boards, simpler admin settings
ClickUp vs Trello
ClickUpが優れている点： Multi-level hierarchy, reporting dashboards, automation depth
Trelloが優れている点： Instant setup, a single clean kanban board, near-zero training time
ClickUpが優れている点： Task-first workflows, sprint and workload views, native timers
概念 勝利したタイトル： Document flexibility, a lighter interface, easier wiki building
よくある質問
Insightlyは何に使われますか？
Insightly is used to manage contacts, leads, and sales opportunities in one place. It also runs projects with milestones and tasks after a deal closes.
ClickUpは本当に無料ですか？
Yes. The free forever plan is completely free and supports unlimited users. Limits apply to custom fields and some advanced features, but core task work is unrestricted.
Insightly は使いやすいですか?
Yes. Reviewers describe the interface as quick to pick up, with a smooth data input process. It is easier than Zoho CRM, though less feature-deep.
ClickUpの料金はいくらですか？
ClickUp costs $0 on the free plan, $7 per user monthly on Unlimited, and $12 per user monthly on Business. Enterprise pricing is quoted directly.
Which is better for project management?
ClickUp. Its hierarchy, views, and automation handle complex work that Insightly’s project module cannot match. Insightly still wins when projects follow a sale.
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